Skip to content
Showing last-known values. 8 indicators are past their freshness window (Housing, Consents, Services PMI, Cons. conf., RICS price, DD failures, +2 more). The figures below are carry-forward readings, not live prints — we'll clear this banner automatically as fresh data arrives. Upstream feeds affected: US EIA -- Europe Brent Spot Price (FOB), growth_sentiment, LSEG -- FTSE 250.
Civic data · Mon 1 June 2026

the UK is on a fiscal tightrope. the steadier the rope, the more room to move forward.

The Tightrope Score runs from 0 to 100: higher means more room to move, lower means the rope is closer to giving way. Markets, fiscal headroom, the labour force, and growth delivery each pull on the rope; the score is the geometric mean of those four pillars. Every number sourced and open.

Tightrope Score ↑ HIGHER = BETTER
40/100
1d ▼ -0.4 worse 30d ▼ -5.5 worse YTD ▼ -14.5 worse
Strained Wire wobbling
Fiscal headroom · FY 2029/30 ↓ LESS FREEDOM
£23.6bn
since previous EFO ↑ £1.6bn
OBR forecast · Spring Forecast 2026 Surplus against the current-budget stability rule.
What's driving today: Market Stability is the biggest drag, broadly flat on the week. Auto-generated from live data · see methodology →
The long view

how the score has moved

90-day headline score with the events that drove it. Hover or tab through the markers for context — every event is pinned to its primary source.

020406080100 US ceasefire Reeves rules out tax … Sterling recovers to … Resolution Foundation March CPI rises to 3.… 5 Mar 202623 Mar 202610 Apr 202627 Apr 202615 May 20262 Jun 2026
Fiscal Monetary / Market Geopolitical Policy / Delivery

Methodology and source provenance: read more.

What moved today

Updated every five minutes during UK market hours. Hover any tile for the full source and timestamp.

5y BE A
0.75% +6bp 5y breakeven inflation: up 6bp on the session. 29 May 2026 · 4d ago
Brent GBP F
GBP 76.46/bbl +3.78 Brent crude in GBP: up 3.78 on the session. 20 Apr 2026 · 6w ago
Housebuilders A·F
48.2 -2.10 UK housebuilder composite: down 2.10 on the session. 1 Jun 2026
10y BE
1.55% +3bp 10y breakeven inflation: up 0.03 on the session. 21 Apr 2026
FTSE 250 A
22583 -401.00 FTSE 250: down 401.00 on the session. 24 Apr 2026 · 6w ago
GBP/USD A
1.3437 -0.0041 GBP / USD: down 0.00 on the session. 1 Jun 2026
10y real
3.37% +1bp 10y real (IL) gilt yield: up 0.01 on the session. 21 Apr 2026
20y gilt A
5.55% -2bp 20-year gilt yield: down 2bp on the session. 29 May 2026 · 4d ago
Pillar 1 · 40%

Market stability

The daily market read on UK constraint: long gilts, sterling, the rate path, mid-cap equities, and the energy input.

28 /100 ▼-4.5 worse / 30d

Gilt curve anchors

10y and 20y zero-coupon yields, breakeven inflation, and risk assets.

10y giltUK 10-year nominal zero-coupon gilt yield (BoE IUDMNZC, daily close).A
4.86% -1bp 29 May 2026 · 4d
20y giltUK 20-year nominal zero-coupon gilt yield (BoE IUDLNZC). Sensitivity proxy for long-duration borrowing. Indicator ID preserved as gilt_30y for DB continuity.A
5.55% -2bp 29 May 2026 · 4d
5y BE5y nominal minus 5y real gilt yield -- market-implied CPI/RPI 5y ahead, a direct proxy for OBR's CPI inflation path over the forecast horizon.A
0.75% +6bp 29 May 2026 · 4d
GBP / USDSterling vs. US dollar.A
1.3437 -0.0041 1 Jun 2026
FTSE 250Mid-cap index -- cleaner domestic UK read than FTSE 100.A
22583 -401.00 24 Apr 2026 · 6w
Brent GBPBrent dated spot price converted to GBP -- the single largest swing input to OBR's CPI energy subcomponent and fuel-duty receipts.F
GBP 76.46/bbl +3.78 20 Apr 2026 · 6w

Market stability trajectory

30-day pillar score. Higher = more market stability; lower = more constraint from markets.

34 28

Scored 30 of 30 days.

Why this matters

Long gilt yields are the price the Government pays to borrow. When they rise, debt service bills rise with them, the Chancellor's fiscal headroom shrinks, and sterling often weakens — compounding inflation via imports. The 20-year zero-coupon yield is the clearest long-duration read on the BoE curve, and it is the one that moves first when policy credibility is in question.

Pillar 2 · 30%

Fiscal room

How much room the Chancellor actually has against her own stability rule, and how that has moved between forecast rounds.

50 /100 flat / 30d

OBR forecast headroom for FY 2029/30, by vintage

Editorial

£ billion, surplus against the stability rule at the FY 2029/30 target year. Each dot is a separate OBR forecast round.

403020100 Oct '24Mar '25Nov '25Mar '26 9.9 9.9 22.0 23.6 IFS prudent cushion · £10bn

The DMOUK Debt Management Office — the executive agency that issues gilts (UK government bonds) on behalf of HM Treasury. Its 'gilt stack' is the planned mix of new bonds it will sell over the financial year, by maturity bucket and type. gilt stack (forecast)

Editorial

Planned 2026/27 issuance · £252.1bn total · GDP = £2,709bn (OBR Spring Forecast 2026)

Nominal% of GDP
Total issuance£252.1bn9.3%
Short conventional£72.1bn2.7%
Medium conventional£81.8bn3.0%
Long conventional£74.7bn2.8%
Index-linked£23.4bn0.9%
PSND / GDP (FY 2026/27 forecast)Public-Sector Net Debt as a share of nominal GDP — the conventional headline UK debt-burden metric. Figure shown is OBR's forecast for FY 2026/27, not an outturn.93.1%
Debt interest, FY 2026/27 (forecast)£111.3bn
Pillar 3 · 20%

Labour & living-standards resilience

Health-related inactivity, labour-market tightness, real wages and — the line households feel — mortgage rates.

57 /100 flat / 30d

Real regular pay growth (YoY)

Editorial

CPIH-adjusted. Positive values = real wages growing.

+3% +1% 0% -2% AprJunAugOctDecFeb

Vacancies per unemployed person

Editorial

Rolling quarterly ratio — falling = more slack appearing in the labour market. The Tightrope methodology treats this as a worsening indicator and inverts it before it reaches the high-good pillar score.

1.10 0.95 0.80 0.65 AprJunAugOctDecFeb

Mortgage translator

Editorial

What the 2-year fixed-rate move means on a £250,000, 25-year repayment mortgage.

+£87 / month

Change vs. the rate at the Spring Statement 2025 (4.54% → 5.14%). Payment: £1,482 vs. £1,395.

This is the line you will see quoted in the press. The rate series is the Bank of England's IUMBV34 monthly effective rate on new 2-year fixes at 75% LTV · latest reading 30 Apr 2026.

Inactivity rate vs. health-related count

Editorial

Annual averages, 16-64. Left axis: rate (%). Right axis: health-related inactive (millions).

22.0% 21.0% 20.5% 20.0% 3.0m 2.5m 2.0m 1.5m 20192020202120222023202420252026
Inactivity rate (left) Health-related inactive (right)
Pillar 4 · 10%

Is the Government hitting their targets?

The Government's own stated commitments, tracked against public milestones. Green for on track, amber for slipping, red for missed, blue for shipped. Every status is sourced.

41 /100 flat / 30d
Commitment
Target
Status
Source
Net housing additions toward 305k/year by 2030/31
Live indicator: Q4 2025 completions × 4 = 146,880 vs 300k OBR working assumption (49%). Annual NAD FY24/25: 221,400 vs 305k Labour target (73%).
Two complementary measures of housing delivery. (1) The live indicator uses 'Completions, seasonally adjusted' from the MHCLG Housing supply quarterly release — a quarterly cadence we annualise (×4) and compare against the 300,000-per-year OBR working assumption documented in the EFO supplementary tables. (2) The annual headline figure is 'Net additional dwellings' from MHCLG Live Tables 211, a broader measure that includes change-of-use and conversions, published once a year (FY24/25 was 221,400). The 305k-by-2030/31 path target is the Labour Government's headline pledge; OBR's 300k working assumption is what the live indicator benchmarks against to keep continuity with pre-Labour trajectory analysis. Showing both because they tell the same story at different sampling rates and at slightly different scope.
OBR path: 305k by 2030
Slipping MHCLG live tables ↗
Seven new towns -- designation and first spade
3 of 7 designated, 0 of 7 first-spade
Taskforce interim report and designations list. First-spade status is tracked in quarterly DLUHC progress updates; we count only sites with confirmed development consent orders.
Target: all designated 2026
On track New Towns Taskforce ↗
British Industrial Competitiveness Scheme rollout
8,140 firms onboarded, target >10,000 by Apr 2027
Onboarded-firms count from DESNZ monthly BICS update letters and quarterly ministerial statements to the House. There is no single machine-readable dashboard yet; see the DESNZ homepage for the latest statement.
Up to 25% electricity relief
On track DESNZ (scheme page) ↗
Small Modular Reactor fleet, first site selected
Shortlist of 3 sites, final FID slipped to Q3
Site shortlist and FID dates tracked via Great British Nuclear ministerial updates. Latest status is the most recent SMR programme announcement on the GBE page.
Original target: Q1 2026
Slipping Great British Energy ↗
Planning and Infrastructure Bill -- Royal Assent
Received Royal Assent 18 Dec 2025
Full enacted text on legislation.gov.uk. Stage-by-stage parliamentary record at bills.parliament.uk/bills/3946. Royal Assent 18 December 2025.
Commitment delivered
Shipped Planning & Infrastructure Act 2025 ↗
Keep Britain Working -- health-related inactivity
2.81m, effectively unchanged from 2.80m at launch
Inactivity-due-to-long-term-sickness numbers come from ONS Labour Force Survey (series LF69, LFS: Econ. inactivity reasons: Long Term Sick: UK: 16-64). The policy target is set out in the DWP 'Get Britain Working' white paper; the rolling figure is against that baseline.
Stated ambition: meaningful reduction by 2027
Missed DWP ↗
Sizewell C -- construction milestones
Main civils underway, on schedule vs. 2024 baseline
Milestone status from the project's quarterly updates. Spending profile cross-referenced against DESNZ annual report and OBR EFO Box on NPP programme costs.
Commissioning late 2030s
On track Sizewell C project ↗
Grid connections reform -- queue reduction
Queue re-ordered, first cohort through in Q1
Queue-reform progress comes from NESO's Connections Reform programme updates. Confirm via the most recent TMO4+ milestone report on the NESO site.
End "first come first served" by 2026
On track NESO (connections reform) ↗
Context

The events that moved the rope

OBR forecast rounds, BoE decisions, Budget set-pieces, and the geopolitical shocks that landed in between. Pinned to primary sources.

22 April 2026

March CPI rises to 3.3%, BoE path under scrutiny

ONS releases March 2026 CPI inflation data showing headline CPI at 3.3% YoY (up from ~3.0% in February), driven by lingering energy and petrol price effects from the Iran conflict period. Markets price in a more cautious BoE path ahead of the 30 April MPC decision; gilt yields stabilise but remain elevated.

ONS Consumer price inflation ↗
21 April 2026

Resolution Foundation: conflict could erase £16bn of headroom

Resolution Foundation warns that a prolonged or severe Middle East conflict could erase up to £16bn of the Chancellor's current-budget headroom — almost three-quarters of the March OBR cushion — via higher energy prices, inflation, and debt interest. Report highlights fiscal vulnerability even under the current ceasefire.

Resolution Foundation ↗
17 April 2026

Sterling recovers to pre-war levels

GBP/USD back near 1.2400 as the Iran ceasefire holds and Strait of Hormuz shipping normalises. Oil and UK gas sell off sharply. BoE officials nonetheless stress inflation control remains the priority.

Reuters, Bank of England ↗
16 April 2026

Reeves rules out tax rises or borrowing for extra defence spending

Chancellor tells reporters additional defence outlays up to the 3.5% commitment will not be funded by more borrowing or higher taxes, pointing the pressure back at welfare and departmental restraint.

Reuters, HM Treasury ↗
8 April 2026

US, Israel and Iran agree conditional ceasefire

US, Israel and Iran agree a conditional two-week ceasefire; UK Foreign Secretary and international finance ministers welcome the de-escalation, citing restored Strait of Hormuz shipping and falling oil and gas prices. Initial market relief begins, setting the stage for sterling's recovery to pre-war levels by 17 April.

Foreign Office / gov.uk ↗
3 March 2026

OBR Spring Forecast: headroom 23.6bn, GDP cut to 1.1%

Current-budget headroom ticks up from 22.0bn at the November Budget. 2026 growth downgraded from 1.4%. IMF subsequently cuts to 0.8% citing the Middle East shock.

OBR, IMF ↗
28 February 2026

Iran conflict begins, energy shock lands

UK natural gas front-month jumps 38% inside a week. 30y gilts break 5.5% for the first time since 1998. Tightrope Score moves from 51 to 68 over four trading sessions.

ICE, Bank of England ↗
12 February 2026

BoE cuts Bank Rate to 3.75%

7-2 vote. MPC minutes emphasise inflation persistence; markets trim the 2026 cut path.

Bank of England MPC ↗
18 December 2025

Planning & Infrastructure Bill receives Royal Assent

Landmark reform of the planning system passes both houses with cross-bench support; commencement orders expected by late spring.

Planning & Infrastructure Act 2025 ↗
26 November 2025

Autumn Budget: 22.0bn headroom restored

Combination of receipts upgrade and tighter departmental envelope rebuilds the cushion after the March 2025 crunch (9.9bn).

HM Treasury, OBR ↗
18 September 2025

BoE holds Bank Rate at 4.00%, starts reducing gilt sales

QT pace pared back; MPC cites technical market conditions rather than policy loosening.

Bank of England MPC ↗
10 June 2025

Industrial Strategy white paper published

Sets out eight priority sectors and the British Industrial Competitiveness Scheme framework.

DBT ↗
26 March 2025

OBR Spring Forecast: headroom collapses to 9.9bn

The crunch. Gilts reprice and the Chancellor promises restoration in the next fiscal event.

OBR ↗
30 October 2024

First Reeves Budget: 22.0bn headroom set

Opening fiscal envelope. Employer NICs rise, capital budgets reprioritised toward infrastructure.

HM Treasury ↗
interactive · 14 levers · live methodology

what if…?

Drag any of the 14 headline drivers — gilt yields, pay growth, headroom, housing — and watch the score, pillars, and band recompute through the same empirical-CDF baseline the live methodology uses. Counterfactual, not a forecast.

Try the simulator →
Act

Three useful things you can do with this

Get involved

Join Looking For Growth

Looking For Growth is the cross-party movement campaigning to get Britain building, growing and delivering. If the numbers on this page move you, the most useful thing you can do is join the people working to change them.

By signing up you agree to receive occasional emails from Looking For Growth. Unsubscribe any time.

Write to your MP

Enter your postcode. We'll find your MP and pre-fill a short, factual letter citing today's Tightrope Score, the pillar most affecting it, and the methodology page. One click opens a draft email to your MP's parliamentary address.

The letter is editable before you send. We don't store your postcode.

Embed the live score

Think tank, Substack, internal dashboard — paste one iframe. Numbers update from the same API that powers this site. No key needed. Each variant ships with its natural height baked in so the widget doesn't clip on the receiving page.

Headline score — 220px
<iframe src="https://tightropetracker.uk/embed/headline" width="100%" height="220" frameborder="0" title="Tightrope headline"></iframe>
Market strip — 150px, single row of 6 cells
<iframe src="https://tightropetracker.uk/embed/market" width="100%" height="150" frameborder="0" title="Tightrope market strip"></iframe>
Delivery scorecard — 460px, expands for full commitment list
<iframe src="https://tightropetracker.uk/embed/delivery" width="100%" height="460" frameborder="0" title="Tightrope delivery scorecard"></iframe>
API docs → View JSON API ↗